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Portfolio (Quarterly) Guide ↗

MANCHESTER FINANCIAL INC

· CIK 0000866590
13F Portfolio $563M AUM 145 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 39 Added 61 Reduced 11 Exited
Page 7 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 F FORD MTR CO Consumer Cyclical 18,746.0 $261K 0.05% $13.90 +3.7%
122 MGV VANGUARD WORLD FD 1,557.0 $254K 0.04% $163.45 +2.9%
123 LIN LINDE PLC Basic Materials 485.0 $251K 0.04% -718.0 -59.7% $518.44 -6.0%
124 BBY BEST BUY INC Consumer Cyclical 3,252.0 $247K 0.04% NEW $75.88 +13.2%
125 INTC INTEL CORP Technology 1,758.0 $245K 0.04% NEW $139.63 -35.5%
126 IVE ISHARES TR 1,050.0 $238K 0.04% -41.0 -3.8% $227.06 +4.5%
127 SCHD SCHWAB STRATEGIC TR 7,475.0 $237K 0.04% -625.0 -7.7% $31.71 +10.7%
128 DDIV FIRST TR EXCHANGE TRADED FD 5,227.0 $236K 0.04% NEW $45.09 +3.6%
129 HPQ HP INC Technology 10,680.0 $234K 0.04% $21.94 +35.4%
130 T AT&T INC Communication Services 11,126.0 $230K 0.04% $20.70 +22.3%
131 BP BP PLC Energy 6,232.0 $230K 0.04% -2K -26.8% $36.95 +21.1%
132 GS GOLDMAN SACHS GROUP INC Financial Services 223.0 $226K 0.04% NEW $1011.37 +2.8%
133 ADI ANALOG DEVICES INC Technology 563.0 $223K 0.04% NEW $396.94 -6.0%
134 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 7,360.0 $222K 0.04% $30.17 +16.0%
135 MU MICRON TECHNOLOGY INC Technology 191.0 $221K 0.04% NEW $1155.22 -16.3%
136 BINV 2023 ETF SERIES TRUST 5,251.0 $220K 0.04% +205.0 +4.1% $41.96 +8.8%
137 PEP PEPSICO INC Consumer Defensive 1,596.0 $216K 0.04% -69.0 -4.1% $135.42 +6.0%
138 BIL SPDR SERIES TRUST 2,339.0 $214K 0.04% NEW $91.64 -0.0%
139 LMT LOCKHEED MARTIN CORP Industrials 420.0 $214K 0.04% -5.0 -1.2% $509.08 +10.7%
140 IWN ISHARES TR 960.0 $212K 0.04% NEW $221.20 +1.6%
Page 7 of 8  ·  145 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.8%
Financial Services 12.5%
Consumer Cyclical 9.7%
Industrials 7.7%
Communication Services 7.5%
Healthcare 6.7%
Consumer Defensive 4.7%
Energy 1.7%
Utilities 1.0%
Real Estate 0.5%